AGP

Autumn Glory Partners Portfolio holdings

AUM $285M
1-Year Est. Return 17.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.3M
3
+$1.04M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.01M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$865K

Top Sells

1
+$7.17M
2
+$3.49M
3
+$2.01M
4
CSCO icon
Cisco
CSCO
+$1.66M
5
PG icon
Procter & Gamble
PG
+$1.54M

Sector Composition

1 Technology 11.18%
2 Financials 10.08%
3 Energy 10.03%
4 Consumer Staples 8.61%
5 Healthcare 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
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